VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,208,276 | -16.1% | 4,437 | -12.8% | 1.16% | +27.9% |
| Q2 2023 | $1,440,507 | -5.2% | 5,091 | -16.5% | 0.90% | -14.7% |
| Q1 2023 | $1,520,182 | +10.5% | 6,094 | -5.6% | 1.06% | +4.0% |
| Q4 2022 | $1,375,522 | -16.3% | 6,455 | -15.9% | 1.02% | -34.2% |
| Q3 2022 | $1,643,000 | -13.8% | 7,679 | -10.1% | 1.55% | +35.0% |
| Q2 2022 | $1,905,000 | -23.2% | 8,546 | -0.9% | 1.14% | -7.1% |
| Q1 2022 | $2,481,000 | -15.2% | 8,626 | -5.3% | 1.23% | +4.7% |
| Q4 2021 | $2,924,000 | +25.2% | 9,112 | +13.2% | 1.18% | -1.7% |
| Q3 2021 | $2,335,000 | -15.8% | 8,048 | -16.8% | 1.20% | +7.1% |
| Q2 2021 | $2,774,000 | +3.1% | 9,671 | -7.6% | 1.12% | +0.2% |
| Q1 2021 | $2,691,000 | +24.1% | 10,469 | +22.3% | 1.12% | -1.5% |
| Q4 2020 | $2,169,000 | +18.6% | 8,560 | +6.5% | 1.13% | -0.8% |
| Q3 2020 | $1,829,000 | +19.6% | 8,036 | +6.2% | 1.14% | +16.3% |
| Q2 2020 | $1,529,000 | +63.4% | 7,566 | +26.6% | 0.98% | +88.7% |
| Q1 2020 | $936,000 | +102.6% | 5,974 | +135.4% | 0.52% | +168.6% |
| Q4 2019 | $462,000 | +10.8% | 2,538 | +1.3% | 0.19% | -1.5% |
| Q3 2019 | $417,000 | -75.0% | 2,505 | -75.5% | 0.20% | -71.4% |
| Q2 2019 | $1,668,000 | -5.5% | 10,207 | -9.5% | 0.69% | -6.4% |
| Q1 2019 | $1,765,000 | +13.1% | 11,281 | -2.9% | 0.74% | +1.2% |
| Q4 2018 | $1,561,000 | -22.3% | 11,619 | -6.8% | 0.73% | -19.5% |
| Q3 2018 | $2,008,000 | +2.7% | 12,468 | -4.5% | 0.90% | +8.5% |
| Q2 2018 | $1,955,000 | +3.6% | 13,050 | -1.9% | 0.83% | -5.3% |
| Q1 2018 | $1,887,000 | +6.7% | 13,297 | +5.8% | 0.88% | +5.3% |
| Q4 2017 | $1,768,000 | +2.7% | 12,569 | -3.1% | 0.84% | +0.5% |
| Q3 2017 | $1,722,000 | +8.0% | 12,970 | +3.4% | 0.83% | +5.6% |
| Q2 2017 | $1,594,000 | +5.7% | 12,547 | +1.2% | 0.79% | +7.2% |
| Q1 2017 | $1,508,000 | +7.0% | 12,394 | -2.0% | 0.74% | -0.1% |
| Q4 2016 | $1,410,000 | +13.1% | 12,644 | +13.9% | 0.74% | +9.9% |
| Q3 2016 | $1,247,000 | +4.5% | 11,101 | -0.2% | 0.67% | -3.6% |
| Q2 2016 | $1,193,000 | +1.1% | 11,125 | +0.4% | 0.70% | -4.0% |
| Q1 2016 | $1,180,000 | +3.7% | 11,082 | +3.6% | 0.72% | 0.0% |
| Q4 2015 | $1,138,000 | -6.9% | 10,696 | -12.2% | 0.72% | -11.7% |
| Q3 2015 | $1,222,000 | -8.2% | 12,186 | -2.0% | 0.82% | +6.8% |
| Q2 2015 | $1,331,000 | +5.8% | 12,433 | +3.4% | 0.77% | +4.9% |
| Q1 2015 | $1,258,000 | -1.8% | 12,022 | -2.0% | 0.73% | -0.7% |
| Q4 2014 | $1,281,000 | +12.2% | 12,271 | +7.1% | 0.74% | +11.0% |
| Q3 2014 | $1,142,000 | +4.9% | 11,454 | +4.0% | 0.66% | -5.3% |
| Q2 2014 | $1,089,000 | +17.1% | 11,009 | +10.6% | 0.70% | +11.6% |
| Q1 2014 | $930,000 | -8.8% | 9,953 | -9.2% | 0.63% | -4.6% |
| Q4 2013 | $1,020,000 | +23.3% | 10,958 | +12.1% | 0.66% | +8.6% |
| Q3 2013 | $827,000 | +9.4% | 9,775 | +1.1% | 0.61% | +5.4% |
| Q2 2013 | $756,000 | – | 9,669 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |